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Nuance Investments’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Nuance Investments’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.71M Sell
25,440
-34,759
-58% -$5.16M 0.52% 35
2025
Q4 		$8.49M Buy
60,199
+19,899
+49% +$2.78M 0.94% 27
2025
Q3 		$5.63M Buy
40,300
+25,255
+168% +$3.45M 0.57% 36
2025
Q2 		$1.99M Sell
15,045
-81,963
-84% -$10.3M 0.15% 46
2025
Q1 		$12.2M Sell
97,008
-31,908
-25% -$4.15M 0.8% 29
2024
Q4 		$16.7M Buy
128,916
+111,105
+624% +$14.9M 0.67% 31
2024
Q3 		$2.35M Sell
17,811
-31,307
-64% -$3.96M 0.08% 48
2024
Q2 		$5.94M Sell
49,118
-9,948
-17% -$1.21M 0.18% 48
2024
Q1 		$7.42M Sell
59,066
-22,766
-28% -$2.68M 0.19% 48
2023
Q4 		$9.52M Sell
81,832
-12,309
-13% -$1.31M 0.22% 46
2023
Q3 		$9.82M Buy
94,141
+69,011
+275% +$7.6M 0.24% 45
2023
Q2 		$2.76M Buy
25,130
+2,003
+9% +$211K 0.06% 48
2023
Q1 		$2.45M Sell
23,127
-101,468
-81% -$11.1M 0.05% 46
2022
Q4 		$13M Buy
124,595
+56,724
+84% +$5.95M 0.27% 43
2022
Q3 		$6.54M Sell
67,871
-11,015
-14% -$1.18M 0.15% 44
2022
Q2 		$8.02M Sell
78,886
-7,765
-9% -$868K 0.16% 46
2022
Q1 		$10.4M Sell
86,651
-82,984
-49% -$9.77M 0.19% 46
2021
Q4 		$20.8M Buy
169,635
+127,689
+304% +$15.2M 0.37% 38
2021
Q3 		$4.76M Buy
41,946
+30,381
+263% +$3.52M 0.09% 51
2021
Q2 		$1.33M Sell
11,565
-16,886
-59% -$1.94M 0.02% 53
2021
Q1 		$3.11M Sell
28,451
-48,392
-63% -$5.04M 0.06% 51
2020
Q4 		$7.45M Buy
76,843
+50,684
+194% +$4.57M 0.14% 51
2020
Q3 		$2.12M Buy
26,159
+22,060
+538% +$1.79M 0.05% 50
2020
Q2 		$314K Sell
4,099
-27,343
-87% -$1.99M 0.01% 60
2020
Q1 		$2.02M Buy
31,442
+18,654
+146% +$1.6M 0.07% 49
2019
Q4 		$1.23M Buy
+12,788
New +$1.17M 0.04% 53
2019
Q3 		– Sell
-8,845
Closed -$788K – 60
2019
Q2 		$788K Buy
8,845
+4,032
+84% +$354K 0.03% 52
2019
Q1 		$418K Sell
4,813
-101,697
-95% -$8.58M 0.02% 51
2018
Q4 		$8.13M Buy
106,510
+87,213
+452% +$7.3M 0.55% 37
2018
Q3 		$1.74M Buy
19,297
+16,226
+528% +$1.47M 0.1% 57
2018
Q2 		$272K Sell
3,071
-3,630
-54% -$319K 0.02% 55
2018
Q1 		$579K Buy
6,701
+806
+14% +$71.5K 0.04% 57
2017
Q4 		$526K Buy
+5,895
New +$512K 0.04% 66
2017
Q3 		– Sell
-7,487
Closed -$630K – 85
2017
Q2 		$630K Sell
7,487
-1,505
-17% -$125K 0.05% 79
2017
Q1 		$746K Buy
+8,992
New +$743K 0.06% 72
2016
Q4 		– Sell
-8,032
Closed -$617K – 59
2016
Q3 		$617K Buy
+8,032
New +$613K 0.06% 56

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Nuance Investments's IWS Position: Q1 2026 in Review

Nuance Investments reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 58% in Q1 2026, selling an estimated $5.16M and leaving 25,440 shares worth $3.71M. The position accounts for 0.52% of the portfolio, ranked #35.

Nuance Investments first reported a position in IWS in Q3 2016 and has held it in 36 quarters since. The position peaked at $20.8M in Q4 2021. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Nuance Investments held 25,440 shares of iShares Russell Mid-Cap Value ETF worth $3.71M as of Q1 2026.
  • Nuance Investments sold 34,759 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $5.16M.
  • iShares Russell Mid-Cap Value ETF made up 0.52% of Nuance Investments's portfolio in Q1 2026, its #35 holding.
  • Nuance Investments first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2016 and has held it in 36 quarters since.
  • Nuance Investments's iShares Russell Mid-Cap Value ETF position peaked at $20.8M in Q4 2021.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Nuance Investments's 13F filing for Q1 2026, filed 8 May 2026.